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Investment Product Analyst

The Product Analyst will support analyses of the opportunities and threats to the Vanguard product lineup, communicate product positioning to sales crew, support marketing collateral development, lead crew product education efforts, collaborate with business and investment teams to ensure the health of our product offer, and create & deliver relevant and “golden copy” data for the team, department, and organization.

Duties and Responsibilities:

Prepares and presents strategic analysis and recommendations to senior management at various forums.

Oversees outgoing Product database questions and responsible for answering questions along with other members of the Canada Product Management team.

Supports the creation of dynamic content used to position Vanguard’s investment products. Provides investment support and guidance to sales team on Vanguard’s investment products.

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Creates and facilitates internal product training and / or communications including training on launches and changes to existing products. Ensures coordination and consistency of product-related marketing initiatives and external communications.

Organizes creates, revises and distributes “golden copy” reporting on Vanguard and industry trends to leadership team and the broader organization using third party and proprietary systems.

Develops and maintains relationships across the organization including, capital markets, investment teams, sales teams, marketing, operations and legal.

Contributes to business line product research agendas to enhance client experience and business results.
Assists with the creation of thought leadership commentary in support of the Vanguard product lineup.

Qualifications: Visa Sponsorship in Canada

An undergraduate degree required (Advanced degree or designation preferred)

Minimum five years investment industry experience

Strong interpersonal skills and superior written communication skills.

Familiarity with Vanguard’s investment product line-up; understanding of foundational principles of asset management and investment markets.

Strong knowledge of Microsoft applications (PowerPoint, Word and Excel). Working knowledge of Bloomberg, Morningstar Direct, FactSet

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Demonstrated ability to learn new concepts quickly and complete multiple and diverse assignments with the highest level of quality and accuracy.

Ability to work well with and influence other groups such as sales, legal, operations, and marketing.
Special Factors

Somictech is not offering visa sponsorship for this position.


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Somictech welcomes and encourages applications from people with disabilities. Accommodations are available on ask for candidates taking part in all aspects of the selection process. Apply Now!


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